Sponsor portfolio
WRIGHT FINANCIAL, LLC
EIN 33-1061006Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$985K assets
Welfare
0
Participants
2
395 TAYLOR BLVD, SUITE 107 - PLEASANT HILL, CA 945232276925-246-7982
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WRIGHT FINANCIAL, LLC 401(K) PLAN | 401k | $985K | 2 | 2025 |
Retirement plans